BNY Mellon Balanced Opportunity C's Average People and Parent ratings limit this strategy to a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 21.43 / 0.75 %
- Total Assets 275.6 Mil
-
Adj. Expense Ratio
1.900%
- Expense Ratio 1.900%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 68%
Morningstar’s Analysis DBOCX
Will DBOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 186
- Bond Holdings 368
- Other Holdings 5
- % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Dreyfus Instl Preferred Gov Plus MMkt
6.22
17,490,174
Cash and Equivalents
2 Year Treasury Note Future June 23
2.27
6,391,086
Government
iShares Core US Aggregate Bond ETF
1.75
4,925,729
—
Ultra US Treasury Bond Future June 23
1.21
3,393,750
Government